Buried in emails? Chasing follow-ups? Losing track of invoices but too busy to slow down? Let's fix that. In just 7 days, I will automate your entire client journey (from inquiry to testimonial) without losing the personal touch your clients love.

The 7-day Fix: Client Experience Automation Without the Hassle

"Where do I begin?! Caitlyn literally took our business to an astronomically new level, where I am able to spend more time with my family doing the things we love! She streamlined our business where we were able to still be personable while also be incredibly professional. Caitlyn clearly communicated every step of the process where it was easy for us to make the transition from overworked to streamlined! We are enjoying life while also being profitable! If that's what you're looking for, this is your girl!"

Testimonial

Creation Photography

❌ Overcomplicated & bloated - The "streamlined system" becomes a labyrinth of settings, buttons, and frustration.

❌ Endless email chains – Clarifying details, reviewing revisions, and waiting on updates that never seem to end.

❌ Weeks of trial and error – The system "works" (technically), but it's clunky, slow, and a pain to use.

The VIP Week Difference: Done Fast & Done Right

✔️ A fully functional CRM automation in ONE week – No wasted time. No waiting. Just results.

 
✔️ 100% focus on your project – No juggling multiple clients. You have my undivided attention.

 
✔️ Hands-off automation – Once it's set up, your business runs smoother without you constantly tweaking things

The Typical CRM Setup: A Never-Ending Hassle

Most automation setups don't fail because of inadequate tools. They fail because they get bogged down in complexity, delays, and endless back-and-forth.

More time doesn't mean better results. It just means you're waiting longer to fix a problem you needed to solve yesterday.

Why A Vip week beats a 4-6 week project

A final live session together to: Answer any last-minute questions, walk through anything you need extra clarity on, and ensure you feel 100% in control of your automation.

08. Q&A Wrap-Up Call

After your automation is built, you receive a detailed video walkthrough explaining: How your client automation works, where to find everything, and how to make minor adjustments if needed.

07. Video tour of Custom Workflows

Never type the same email twice: Inquiry response, booking confirmations, onboarding guides, payment reminders, offboarding emails.

06. Canned Emails for Every Step

Integrated online scheduling, instant payments, and your packages ready to implement into anything that gets you booked!

05. Packages, Schedulers, Invoices

Every inquiry gets captured & managed automatically and follow-ups happen without you lifting a finger.

04. Fully Optimized Lead Pipeline

No-code, professionally designed: Contracts, intake forms, questionnaires, lead capture forms, etc.

03. Custom Branded Forms

Your VIP Week includes a fully automated client journey for one service: Inquiry workflow, Booking workflow, Onboarding workflow, Offboarding workflow.

*This is for one client process/service.

02. One Service Automation Sequence

We start with a deep-dive strategy call to: Pinpoint what needs to be automated and create the most efficient client experience possible.

01. strategy Session

A VIP Week isn’t just about slapping together automation. It’s about creating a seamless, efficient system that actually makes your life easier. Here’s what you get:

What Is Included in a VIP Week?

Are you still feeling a little hesitant? You know this needs to be done, but handing over the reins feels tough—I get it.

Meet Katie. She is a professional photographer, a nurse, a mom, and a master of juggling it all—until her business systems couldn't keep up.

"For years, I have been literally writing out the SAME emails, copy & pasting, painstakingly sending contracts and in the process it was sucking time away from my sweet family. With Caitlyn's help and knowledge, she turned my very intricate and long workflows into beautiful forms, made my contracts process quicker, and linked everything together flawlessly."

Client Case Study

Why do I focus on one client process at a time?

Most setup experts try to build automation sequences for several services at once, and it backfires. Too much, too fast = overwhelm. When faced with multiple new processes, clients freeze, unsure where to start or how to manage them.

Not sure what a client process is?

A client process is the exact journey someone takes when booking a specific service—from inquiry to final goodbye. 

  • A photographer's wedding client journey is not the same as a family session
  •  A copywriter's sales page workflow is not the same as an email sequence workflow

Each service needs its own tailored automation. That's why we go deep with one at a time.

Total Time Commitment:
Less Than 4 Hours

Instead of endless email chains, we talk through everything in real-time:
  • Review the system in action if needed
  • Get answers to any burning questions
  • Understand how to manage your automation

Q&A Call
(45 Minutes)

Your automation is ready! You get:
  • Video walking you through your specific setup
  • Next steps guide

Automation Delivery
(60 Minutes)

I build, test, and refine your automation. You won't hear from me unless absolutely necessary so I stay laser-focused on your project.

VIP Week
(Tuesday to Tuesday)

We meet to:
  • Review your business needs
  • Ensure I have access to your CRM and tools
  • Map out your custom automation sequence

Strategy Call
(60 Minutes)

Complete an intake questionnaire and upload your assets so we can start with everything in one place.

Intake Questionnaire
(30-60 Minutes)

A VIP Week is fast, but your time commitment is minimal. Here’s how it unfolds:

The VIP Week Timeline: What to Expect

"Caitlyn took away all the stress and anxiety away by setting up my Dubsado. She had a plan and strategy and provided suggestions that would help the back end of my business be efficient. I didn't understand how to use Dubsado, so not only did she set up the process for me, but she also provided step-by-step videos of how I could update my Dubsado moving forward. Caitlyn is the Dubsado go-to. So thankful for her work ethic, kindness, and authenticity." 

Testimonial

Karla Gregg

Testimonial

We’ll just break things up into multiple VIP Weeks and tackle one sequence at a time. Additional weeks are 40% off if booked within 60 days of your original project.

I have More Than One client process automation...

No-code = stable, easy to update, and future-proof. Custom code? Looks fancy but is challenging to update and breaks easily with CRM updates.

Why don't you use coding in your form design?

Yes! You get a Q&A call + one round of minor revisions (like adding an email you forgot).

Do you offer follow-up support?

Currently, all setups are built in Dubsado or Honeybook. If you haven't decided which one you want to use in your business, no worries...I can help you find the right fit!

What systems do you set up?

Pay in full OR secure your spot with a 50% deposit (remaining balance auto charged the Monday before your VIP Week).

How does payment work?

Frequently Asked Questions

Testimonial

Lehmeyer Development

She went above and beyond to make sure that I fully understood what we were building together. I will recommend her to anyone that is looking for services like this. Thank you again, Caitlyn. You are a ROCKSTAR

Testimonial